Changing PSAs

If you are switching between Autotask and ConnectWise, there are some things to be aware of with the transition. Plus, you will need to submit a support ticket to request that we reset your cached PSA identifiers.

From Autotask to ConnectWise

1. In CloudRadial, you will need to edit each company and assign them a new PSA identifier.
2. There are no child companies in ConnectWise and child companies should be migrated to ConnectWise sites during your PSA migration.

From ConnectWise to Autotask

1. In CloudRadial, you will need to edit each company and assign them a new PSA identifier.
2. ConnectWise sites can be migrated either to Autotask locations or child companies. If using child companies, there is an additional tab when editing a company labeled "Child Accounts" to add the correct entries.  
3. Contact Type Mapping is handled by a custom field in the contact record.
4. Autotask requires both Status and Priority to be submitted with a ticket. By default, use the @DefaultStatus and @DefaultPriority tokens.

Other Conversions

1. In CloudRadial, you will need to edit each company and assign them a new PSA identifier.
2. You may need to create contact or company custom fields to achieve similar functionality.

From an API-supported PSA to an email-supported PSA.

1. CloudRadial only supports ConnectWise, Autotask, Syncro & Kaseya BMS with direct API integration. Use the Email PSA type and make sure tickets are routed to the correct support email address.
2. Office 365 will become your only source for syncing users.

Important! - Submit a Support Ticket

Be sure and submit a ticket to support@cloudradial.com so that we can make the backend changes to enable syncing. We will need to:

1. Clear PSA IDs and identifiers from companies
2. Clear PSA IDs from users
3. Clear PSA site IDs from users
4. Clear existing company child/site linkages (subaccounts)

You can also request a support session so that we can review the other changes that will be needed.